Software Solutions:
COINS Information Manager (CIM)
COINS Information Manager (CIM) is COINS Ti's integrated software for imaging, document management, and workflow. With CIM, you can easily access documents related to data that you are currently viewing in COINS Ti. For example, click on the image link on a COINS Ti A/P invoice screen to view a scanned copy of the actual invoice.
Click on one of the topics below to learn more about CIM:
Key Business and Functional Processes Supported
CIM provides document imaging management and control with native integration to COINS Ti. This makes it simple to scan, route, and add notes to document images for key business and functional processes. Its features include:
- Set up a data structure on server for securely storing and viewing document images. All data in CIM is encrypted and compressed.
- Scan any document, such as invoices, insurance certificates, packing slips, and contracts.
- Launch the CIM Search Engine from COINS Ti.
- Use the "Show Image” option, available throughout COINS Ti.
- Configure CIM for your document types and build indexes using COINS Ti data.
CIM Automatic Indexing and Workflow
Traditionally, contractors have been most interested in managing documents relating to the accounts payable process. Because the document image is stored with the COINS transaction and thoroughly indexed, the need to store paper copies is reduced or eliminated. Features to support this include:
- Share Accounts Payable invoice information between COINS Ti and CIM - no dual entry is required.
- Use the CIM navigation toolbar for quick navigation between unprocessed invoice images.
- Display invoice images automatically in A/P Invoice Entry when working with a CIM-created invoice batch.
- Apply keywords and indexing automatically to CIM during COINS Ti posting.
- Enjoy flexibility in the imaging workflow: Scan first and then enter invoices, or enter invoice and image it later (pushing index information automatically to CIM).
- Launch CIM Workflow from COINS Ti automatically for held invoices; CIM workflow directs the approval process to resolve hold reasons and remove invoices from hold.
- Access CIM invoice images for posted invoices from A/P Invoice Inquiry and Job Status Argon.
Using CIM, invoices are typically scanned into CIM as graphics files (in tiff format). The document images are then automatically linked to the vendor or subcontract invoices in COINS Ti as they are entered. When the invoice is posted, index information is automatically pushed to CIM, such as job, vendor, subcontract, invoice amount, and other options set up by the client.
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Image Retrieval
The CIM Search Engine lets you carry out refined searching and filtering based on image indexing. For example, keywords for an invoice might include invoice date, invoice number, amount, vendor/subcontractor code, job, and contract. You can easily run a search by date for a contract and view all resulting documents in your web browser.
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Embedded Email
CIM can generate email messages from within the application. An email can simply be sent to the required personnel, either as a web link that takes the recipient directly to the document within CIM, or by attaching a copy of the document image itself to the email message. Invoice questions and other issues can be dealt online more quickly and efficiently than with the traditional "paper chase" method of photocopying and sending documents out to regional or site offices. The recipient can review the invoice and attach a memo to the document directly within CIM. The memo is date and time stamped together with the user who created it, thus providing an automatic audit trail of the approval process.
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Web CIM
CIM can be deployed over the web so that users may access documents remotely via a web browser. This option provides a fully distributed document management system.
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Continuing Support
COINS USA provides Help Desk support for CIM and all
COINS Ti products. In addition, training, consulting, and related services
are available from COINS USA.
For more information on this or any other COINS solution, email or call (518) 242-7200.
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